Lucia Hellmund Gatta

Berufserfahrung von Lucia Hellmund Gatta

• Bis heute 5 Jahre und 8 Monate, seit Nov. 2018

  Family Manager

  Home

• 4 Jahre und 8 Monate, März 2014 - Okt. 2018

  Client Reporting Specialist

  UBS AG

  - Aufbereiten, Erstellen, Kontrollieren sowie Versenden der Reportings - Zusammenarbeit mit diversen Einheiten wie Performance, Benchmark, Reconciliation sowie Client Relationship Managern - Optimierung und Entwicklung der Dokumentation und Prozesse im Bereich Special-Reporting

• 5 Jahre und 8 Monate, Juli 2008 - Feb. 2014

  Trailer Fees

  Citco Fund Advisor (Schweiz) AG

  Invoicing and payment administration; daily cash inflow management; reconciliation of incoming payments; investigation - liaise directly with clients; handling of client requests concerning trailer fees; establish monthly reports for clients; support Trailer Fee Marketing (client meetings, legal issues etc.); reporting for Relationship Managers

• 10 Monate, Sep. 2007 - Juni 2008

  Administration & Sales Support

  Franklin Templeton Switzerland Ltd

  Support of Sales Manager (e.g. creation of investment proposals, answer incoming phone calls, work on client requests); responsible for office administration (invoices, expense reports, office supplies etc.); organizing event / marketing material

• 3 Monate, Jan. 2006 - März 2006

  Client Advisor

  UBS AG

  Opening of new client relationships and maintaining of existing relations; sales of basic products; outbound call-actions (e.g. selling of new basic products)

• 1 Jahr und 5 Monate, Aug. 2004 - Dez. 2005

  Assistant to the Client Advisors

  UBS AG

  Mortgage team: to prepare client folders (evaluate real estate, calculation of the mobility etc); to participate in the client meetings; work on customer order as well as phone consultation regarding basic products; administrative tasks